Mission Critical - Reshoring the Minerals That Power America’s Military: Mark Smith episode artwork

EPISODE · Dec 4, 2025 · 37 MIN

Mission Critical - Reshoring the Minerals That Power America’s Military: Mark Smith

from Commodity Culture · host Jesse Day

Mark Smith, CEO of NioCorp (NASDAQ: NB) is on a mission to reshore some of the most critical minerals to the American defense industry, metals such as Niobium and Scandium, with supply chains currently dominated by China. Mark breaks down the macro factors driving these metals, along with explaining how NioCorp plans to achieve its objectives, with the full backing of the federal government and the pentagon in bringing their polymetallic Elk Creek project online in Nebraska.NioCorp Website: https://www.niocorp.comFollow NioCorp on X: https://x.com/NioCorpDisclaimer: Commodity Culture was compensated by NioCorp for producing this interview. Jesse Day is not a shareholder of NioCorp. Nothing contained in this video is to be construed as investment advice, do your own due diligence.00:00 Introduction00:32 Importance of Niobium05:52 Can the US Onshore Production?13:08 Critical Minerals for Defense20:22 Overview of NioCorp26:09 Support From the Pentagon29:58 NioCorp's Cash Position35:15 Final Words on NioCorpSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

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Mark Smith, CEO of NioCorp (NASDAQ: NB) is on a mission to reshore some of the most critical minerals to the American defense industry, metals such as Niobium and Scandium, with supply chains currently dominated by China. Mark breaks down the macro factors driving these metals, along with explaining how NioCorp plans to achieve its objectives, with the full backing of the federal government and the pentagon in bringing their polymetallic Elk Creek project online in Nebraska. NioCorp Website:...

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Mission Critical - Reshoring the Minerals That Power America’s Military: Mark Smith

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